Tag - Cando
Recent problems with Wintek touchpanels are creating ripple effects throughout the Taiwanese touchpanel industry, say industry sources contacted by Digitimes. Because of the trouble, Apple -- a key Wintek client -- is said to have have rearranged panel orders among other suppliers. The major beneficiary has allegedly been TPK, which saw revenue jump 53.7 percent month-over-month in September, or 139.7 percent year-over-year.
Apple may be planning a larger production ramp than first thought for the iPad 2 this summer. Part supplier leaks Tuesday have the company's combined partners shipping five million touch panels just in July. Digitimes' sources said that Apple had also moved five million in June, making it likely the company is shipping as many or more during the holidays.
Apple is currently the dominant customer amongst Asian touch panel suppliers, a Digitimes report indicates. "Almost every" touch panel maker capable of mass production is said to be receiving orders from Apple; Wintek and TPK Touch in particular are said to be benefiting from strong iPad sales. Those companies along with Sintek and Cando are all gaining extra capacity this quarter, suggesting that Apple orders may prevent them from suffering a usual seasonal slump.
Touchscreen part suppliers were said this evening to be validating their processes for the next full-size iPad. Cando, Chimei Innolux, TPK and Wintek are all supposedly having "ultra-thin," 9.7-inch glass touch panels tested for the Apple tablet before they can enter full production. The Digitimes contacts expected the parts to ship at the very start of 2011 for a launch sometime in the early part of that same year.
Signs that Apple is